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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Capital Financial Planners financial advisors in Salem, OR

Every SEC-registered investment adviser representative at a Capital Financial Planners office in Salem, A to Z.

The short answer

3 registered advisors work at Capital Financial Planners in Salem, out of 3 at the firm nationwide; it ranks number 15 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.

Capital Financial Planners advisors in Salem, A to Z

Every Capital Financial Planners advisor →

Capital Financial Planners advisors in every city and state →Capital Financial Planners: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Salem

All Salem advisors →

Ameriprise Financial Services, LLC 20Edward Jones 12Merrill Lynch, Pierce, Fenner & Smith Incorporated 11LPL Financial LLC 9Keudell Morrison Wealth Management, LLC 8State Farm Investment Management Corp. 8Morgan Stanley 7True Private Wealth Advisors, LLC 7Wells Fargo Advisors Financial Network, LLC 5Wells Fargo Clearing Services, LLC 5Cetera Investment Advisers LLC 4Pfs Investments Inc. 4

Questions

How many financial advisors does Capital Financial Planners have in Salem?

3 investment adviser representatives are registered at Capital Financial Planners offices in Salem, Oregon, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Is Capital Financial Planners one of the largest advisor employers in Salem?

Capital Financial Planners ranks number 15 in Salem by registered advisors; Ameriprise Financial Services, LLC has the most, with 20.

How do I check a Capital Financial Planners advisor in Salem?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Capital Financial Planners office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.